Merck & Co., Inc.
MRK- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000310158
In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.
13F holders, Q1 2025
Institutional positions in Merck & Co., Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,459
- −96 vs. Q4 2024
- Shares held
- 1.98B
- +20.8M (+1.1%) vs. Q4 2024
- Total value
- $177.7B
- −$17.2B (−8.8%) vs. Q4 2024
- New holders
- 180
- 1,354 more added
- Sold out
- 276
- 1,598 more reduced
63 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARGA Investment Management, LP | 128,160 | $11.5M | 0.39% | +128,160 | New |
| HealthInvest Partners AB | 127,679 | $11.5M | 5.06% | +21,952+20.8% | Added |
| Cohen Klingenstein LLC | 127,335 | $11.4M | 0.41% | −7,001−5.2% | Reduced |
| FineMark National Bank & Trust | 126,511 | $11.4M | 0.41% | −1,439−1.1% | Reduced |
| Woodstock Corp | 126,350 | $11.3M | 1.12% | +799+0.6% | Added |
| Brinker Capital Investments, LLC | 125,939 | $11.3M | 0.11% | −38,941−23.6% | Reduced |
| Orion Portfolio Solutions, LLC | 125,939 | $11.3M | 0.11% | −38,941−23.6% | Reduced |
| GAM Holding AG | 125,887 | $11.3M | 0.88% | +8,349+7.1% | Added |
| SP Asset Management LLC | 125,474 | $11.3M | 0.99% | +15,977+14.6% | Added |
| Redwood Grove Capital, LLC | 125,368 | $11.3M | 4.03% | −35,300−22.0% | Reduced |
| CX Institutional | 125,365 | $11.3M | 0.42% | +106,247+555.7% | Added |
| American Assets Investment Management, LLC | 125,000 | $11.2M | 0.98% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 124,860 | $11.2M | 0.23% | +4,646+3.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 124,288 | $11.2M | 0.90% | −54,854−30.6% | Reduced |
| Edge Wealth Management LLC | 124,019 | $11.1M | 2.26% | +2,032+1.7% | Added |
| Hennessy Advisors Inc | 123,650 | $11.1M | 0.37% | +58,700+90.4% | Added |
| Ashton Thomas Private Wealth, LLC | 122,092 | $11.1M | 0.42% | +7,834+6.9% | Added |
| Old National Bancorp | 122,960 | $11.0M | 0.29% | +6,429+5.5% | Added |
| Columbia Asset Management | 122,648 | $11.0M | 2.24% | −7,731−5.9% | Reduced |
| Johnson Investment Counsel Inc | 121,591 | $10.9M | 0.11% | +19,118+18.7% | Added |
| GHP Investment Advisors, Inc. | 120,859 | $10.8M | 0.52% | −1,161−1.0% | Reduced |
| Patten & Patten Inc | 120,050 | $10.8M | 0.72% | −4,460−3.6% | Reduced |
| Monarch Capital Management Inc | 119,213 | $10.8M | 2.99% | +2,304+2.0% | Added |
| Associated Banc-Corp | 119,812 | $10.8M | 0.33% | −24,902−17.2% | Reduced |
| Auxier Asset Management | 119,379 | $10.7M | 1.60% | +238+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 119,364 | $10.7M | 1.98% | +2,860+2.5% | Added |
| Clearstead Advisors, LLC | 119,240 | $10.7M | 0.17% | −1,189−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 113,075 | $10.6M | 0.32% | −19,840−14.9% | Reduced |
| Maryland State Retirement & Pension System | 118,584 | $10.6M | 0.25% | −18,178−13.3% | Reduced |
| New Mexico Educational Retirement Board | 118,186 | $10.6M | 0.38% | −2,700−2.2% | Reduced |
| Moran Wealth Management, LLC | 118,147 | $10.6M | 0.36% | −144,224−55.0% | Reduced |
| Noesis Capital Mangement Corp | 117,715 | $10.6M | 2.10% | +2,875+2.5% | Added |
| Westpac Banking Corp | 117,323 | $10.5M | 0.77% | −5,912−4.8% | Reduced |
| Central Trust Co | 117,234 | $10.5M | 0.26% | −5,730−4.7% | Reduced |
| One Capital Management, LLC | 116,346 | $10.4M | 0.35% | +14,790+14.6% | Added |
| Camden National Bank | 116,309 | $10.4M | 1.55% | +8,186+7.6% | Added |
| SlateStone Wealth, LLC | 115,751 | $10.4M | 1.04% | +1,890+1.7% | Added |
| National Asset Management, Inc. | 115,573 | $10.4M | 0.32% | +640+0.6% | Added |
| Capstone Investment Advisors, LLC | 114,826 | $10.3M | 0.09% | −19,155−14.3% | Reduced |
| iA Global Asset Management Inc. | 114,785 | $10.3M | 0.18% | −16,052−12.3% | Reduced |
| Cornerstone Advisors, LLC | 114,700 | $10.3M | 0.44% | −17,500−13.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 114,488 | $10.3M | 0.59% | +29,840+35.3% | Added |
| Advisory Services Network, LLC | 114,465 | $10.3M | 0.20% | −349−0.3% | Reduced |
| Stamos Capital Partners, L.P. | 114,234 | $10.3M | 2.68% | −9,446−7.6% | Reduced |
| Jacobs & Co | 114,230 | $10.3M | 1.09% | +589+0.5% | Added |
| Eldred Rock Partners, LLC | 113,474 | $10.2M | 3.10% | +10,626+10.3% | Added |
| Hunter Perkins Capital Management, LLC | 112,404 | $10.2M | 2.36% | −24,018−17.6% | Reduced |
| Community Bank, N.A. | 113,021 | $10.1M | 1.36% | +2,413+2.2% | Added |
| Ally Financial Inc. | 113,000 | $10.1M | 1.14% | +16,000+16.5% | Added |
| United Asset Strategies, Inc. | 112,889 | $10.1M | 0.94% | +16,712+17.4% | Added |
| LMCG Investments, LLC | 112,616 | $10.1M | 0.67% | −1,670−1.5% | Reduced |
| Fundamentun, LLC | 112,002 | $10.1M | 0.54% | +66,737+147.4% | Added |
| Walleye Trading LLC | 110,821 | $9.95M | 0.28% | +110,821 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,531 | $9.92M | 1.05% | +785+0.7% | Added |
| Cullen Investment Group, Ltd. | 110,189 | $9.89M | 1.50% | +12,128+12.4% | Added |
| Trust Co of Vermont | 110,160 | $9.89M | 0.49% | −6,178−5.3% | Reduced |
| Crestwood Advisors Group LLC | 109,751 | $9.85M | 0.19% | −7,120−6.1% | Reduced |
| Snowden Capital Advisors LLC | 107,877 | $9.77M | 0.31% | −7,587−6.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 108,589 | $9.75M | 0.02% | +2,662+2.5% | Added |
| Clark & Stuart, Inc | 107,555 | $9.74M | 7.10% | +15,223+16.5% | Added |
| Griffin Asset Management, Inc. | 108,366 | $9.73M | 1.19% | +423+0.4% | Added |
| Beck Mack & Oliver LLC | 106,892 | $9.59M | 0.19% | −5,863−5.2% | Reduced |
| JB Capital LLC | 106,350 | $9.55M | 0.53% | +5,455+5.4% | Added |
| Qsemble Capital Management, LP | 105,961 | $9.51M | 1.01% | +105,961 | New |
| Edentree Asset Management Ltd | 105,865 | $9.50M | 3.19% | +26,225+32.9% | Added |
| New Age Alpha Advisors, LLC | 105,652 | $9.48M | 0.43% | −28,230−21.1% | Reduced |
| Nomura Holdings Inc | 105,406 | $9.46M | 0.05% | −30,694−22.6% | Reduced |
| MUFG Securities EMEA plc | 104,999 | $9.42M | 0.24% | −165,001−61.1% | Reduced |
| Grassi Investment Management | 104,865 | $9.41M | 0.87% | +1,151+1.1% | Added |
| Tufton Capital Management | 104,797 | $9.41M | 1.81% | +113+0.1% | Added |
| Great Valley Advisor Group, Inc. | 104,124 | $9.35M | 0.20% | −4,651−4.3% | Reduced |
| Bard Financial Services, Inc. | 103,863 | $9.32M | 1.14% | −290−0.3% | Reduced |
| QV Investors Inc. | 103,827 | $9.32M | 0.94% | −2,445−2.3% | Reduced |
| Coldstream Capital Management Inc | 103,350 | $9.28M | 0.20% | −7,655−6.9% | Reduced |
| First Nebraska Trust Co | 103,311 | $9.27M | 0.92% | +3,142+3.1% | Added |
| Allianz SE | 103,076 | $9.25M | 0.25% | −21,744−17.4% | Reduced |
| Tompkins Financial Corp | 102,553 | $9.21M | 0.88% | +2,433+2.4% | Added |
| BDF-Gestion | 102,478 | $9.20M | 1.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 101,160 | $9.16M | 0.87% | +2,981+3.0% | Added |
| LaFleur & Godfrey LLC | 101,982 | $9.15M | 1.24% | −691−0.7% | Reduced |
| Linscomb & Williams, Inc. | 101,743 | $9.13M | 0.45% | +24,218+31.2% | Added |
| Sit Investment Associates Inc | 101,166 | $9.08M | 0.21% | −9,126−8.3% | Reduced |
| Sterling Capital Management LLC | 101,123 | $9.08M | 0.14% | −312,456−75.5% | Reduced |
| Miracle Mile Advisors, LLC | 101,107 | $9.08M | 0.18% | +8,747+9.5% | Added |
| Evercore Wealth Management, LLC | 101,023 | $9.07M | 0.15% | −3,048−2.9% | Reduced |
| Talbot Financial, LLC | 100,464 | $9.02M | 1.13% | +5,038+5.3% | Added |
| Tritonpoint Wealth, LLC | 99,543 | $9.02M | 0.86% | −10,058−9.2% | Reduced |
| Mitchell Sinkler & Starr | 100,433 | $9.01M | 2.52% | +12,891+14.7% | Added |
| Summit Financial, LLC | 100,173 | $8.99M | 0.25% | −1,926−1.9% | Reduced |
| Kinneret Advisory, LLC | 99,226 | $8.99M | 0.91% | −334−0.3% | Reduced |
| Viking Fund Management LLC | 100,000 | $8.98M | 1.29% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 100,000 | $8.98M | 0.26% | +100,000 | New |
| Brandywine Global Investment Management, LLC | 99,621 | $8.94M | 0.06% | +19,046+23.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 99,232 | $8.91M | 0.72% | +1,250+1.3% | Added |
| Ledyard National Bank | 98,841 | $8.87M | 0.88% | −7,853−7.4% | Reduced |
| Pallas Capital Advisors LLC | 98,833 | $8.87M | 0.37% | +48,615+96.8% | Added |
| Te Ahumairangi Investment Management Ltd | 98,426 | $8.84M | 1.87% | −7,575−7.1% | Reduced |
| 1st Source Bank | 98,213 | $8.82M | 0.52% | −1,349−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 97,567 | $8.76M | 0.31% | +276+0.3% | Added |
| NBT Bank N A | 97,400 | $8.74M | 0.63% | −3,304−3.3% | Reduced |